Administrators specify the level to which scheduling data is rolled up in a strategic plan and control the displaying of Work IDs on the Strategy View screen by setting options as described in this article.

Administrators control the types of grants users need to be able to allocate or associate one type of entity with another type of entity in Planview Enterprise by setting rules as described in this article.

This article describes the user-role features an administrator sets for strategic management, such as those that help control which users can view or edit financial data relevant to strategic plans or investment and capacity planning.

Administrators control which tabs appear on the various entity View screens by setting options as described in this article. If any configured screens have been defined on the system, administrators can also add those screens as tabs to entity View screens by setting options as described in this article.

Administrators set financial management system global options as described in this article to configure Planview Enterprise to support the use of Financial Management and its capabilities (such as financial planning and multiple currencies).

This article describes what strategic planning is, explains who typically undertakes strategic planning, and provides a list of things those users need to do to create a strategic plan for your organization.

Before administrators configure the system for strategic planning, strategic financial planning, or investment and capacity planning, they must enable the use of strategic management by setting a global option as described in this article.

Administrators access the enterprise and fiscal calendar as described in this article. That calendar is used in Financial Management and investment and capacity planning, and it must be configured before any dates are entered in strategic management.

Administrators configure financial-planning accounts as described in this article to help users organize and classify costs and benefits against entities such as projects, strategic entities, cost centers, and products and other types of outcomes. Each organization can have a different set of accounts, but accounts are used throughout financial planning to provide a consistent method for integrating costs and benefits in Planview Enterprise.

Administrators add versions of financial-planning models as described in this article because such versions are the basis for which all analysis is done in financial planning as well as investment and capacity planning.

Administrators create and edit column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.

This article discusses what strategic financial planning involves, describes the two approaches you can take to define financial plans for strategic planning purposes, and provides an overview of the steps administrators take to set up strategic Financial Management.

This article provides general information the parts of the enterprise planning process that helps determine if your organization is supporting the proper strategic and organizational goals and has the resources (human, financial, etc.) to execute them.

Administrators set financial management system global options as described in this article to configure Planview Enterprise to support the use of Financial Management and its capabilities (such as financial planning and multiple currencies).

This article provides definitions of financial models, financial versions, scenarios, financial loads, and entity types. It also contains a diagram of the architecture of financial management. This article applies to Planview Enterprise 14.

This article provides information about the Financial Planning Accounts structure, which helps help organize and classify costs and benefits against entities (such as projects, strategies, or products or other types of outcomes).

Content

Setting up strategic management entails setting up the strategic program, creating or modifying datasets, etc. You should understand concepts relevant to the following: types of planning that support the enterprise planning process in strategic management, capacity and demand, scheduling dates of a strategic plan, and strategic lifecycles.